We work with people who are ready to get serious about retirement. Usually, our clients come to us for 1 of 2 reasons:
1. Considering Retirement
Mike & Lisa
Are over 50 and ready to focus on their own finances, after successfully launching their kids.
Not sure on their retirement date, but probably within the next 5-10 years.
Want to know, “when can I retire?”
Want comprehensive financial guidance, not just an investment salesperson.
Have questions on how best to save with their 401(k), company stock plans, and outside investments.
2. Retiring Soon
Jim & Mary
Are over 60 and have an idea of when they want to retire.
Have questions like, “how much can I spend in retirement?” & “am I going to be okay in retirement?’
Need help with the retirement details like social security, pension, 401(k) rollovers, Medicare, health insurance, company stock plans.
Want comprehensive financial guidance, not just an investment salesperson.
Need guidance as they approach the biggest financial change of their life.